Review sent proposals in your weekly campaign routine
Start your weekly review with a current list of sent proposals and a concise summary of the available details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sent Proposals
Lists proposals that have been sent.
Why this helps
Sent proposals are easy to forget when weekly campaign reviews require rebuilding the picture from scratch.
- Receive a recurring view of sent proposals.
- Use returned proposal details to prepare follow-up priorities.
- Keep campaign review work in a predictable routine.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves sent proposals and summarizes them for campaign review.
- 3Choose a recurring schedule and the channel for run reports.
- 4Test with one real run and review the summary.
Questions about this workflow
Does the workflow send follow-up messages?
No. It retrieves sent proposals and prepares a review summary. The listed actions do not send messages.
Can it determine which proposals need follow-up?
Not from timing or history unless that information is supplied. The summary can organize returned details, but no follow-up age or baseline is provided by the listed action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Better proposals. A trigger fires from one place; an action lands in another.
Active campaign triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Active campaign and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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